Columbia Wanger Offshore Funds

Effective 23 March 2012, the Wanger US Smaller Companies UCITS Fund and the Wanger European Smaller Companies UCITS Fund, managed by Columbia Wanger Asset Management, LLC, began trading as sub-funds on the MontLake UCITS Platform plc following the merger of the Wanger Investment Company into the MontLake structure.

For more information about the funds, please visit http://www.montlakeucits.com.

Our Investment Leaders

Colin Moore

Colin Moore, AIIMR, Global Chief Investment Officer

Colin Moore is the global chief investment officer for Columbia Management Investment Advisers, LLC. His responsibilities include ensuring that a disciplined investment process is in place across all asset classes, including equity and fixed-income. Mr. Moore joined the firm* in 2002 as head of equity and has been a member of the investment community since 1983.

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Anwiti Bahuguna

Anwiti Bahuguna, Ph.D. Senior Portfolio Manager, Asset Allocation Team

Anwiti Bahuguna is a senior portfolio manager with the global asset allocation team at Columbia Management Investment Advisers, LLC. She is also responsible for asset allocation research and portfolio management of the firm’s asset allocation funds and separately managed accounts. Dr. Bahuguna joined the firm in 2002 and has been a member of the investment community since 1998.

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Jeffery Knight

Jeffrey L. Knight, CFA Head of Global Asset Allocation

Jeffrey Knight is Head of Global Asset Allocation for Columbia Management. Mr. Knight leads a team of six portfolio managers responsible for our broad suite of multi-asset strategies including capital allocation, risk allocation, absolute return and total return funds. Mr. Knight jointed the firm in 2013 and has been a member of the investment community since 1987.

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Colin Lundgren

Colin J. Lundgren, CFA Head of Fixed Income

Colin Lundgren is head of fixed income at Columbia Management Investment Advisers, LLC. In this role, Mr. Lundgren is responsible for investment oversight of managed and owned fixed-income portfolios, leading a team of experienced investment professionals. Prior to his current role, he was a sector leader for institutional fixed-income and asset allocation products. In addition, he held positions of responsibility for the development and operation of enhanced equity index products, fixed-income quantitative analysis, mortgage analysis and management of the investment statistical analysis group. Mr. Lundgren joined Columbia Management Investment Advisers in 1986 and has been a member of the investment community since then.

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Robert McConnaughey

Robert McConnaughey Global Research Director

Robert McConnaughey is the global research director for Columbia Management Investment Advisers, LLC (CMIA). Mr. McConnaughey joined the firm* in 2002 as director of fundamental equity research and has been a member of the investment community since 1993.

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Zach Pandl

Zach Pandl, Portfolio Manager and Strategist

Mr. Pandl is a portfolio manager and strategist for Columbia Management Investment Advisers, LLC (CMIA). Mr. Pandl focuses on research relating to the economy and government policy, and their implications for interest rate and fixed-income markets. He chairs the Columbia Management Interest Rate Committee, which is responsible for formulating and articulating the firm’s view on interest rates in the U.S. and other developed markets. Mr. Pandl also co-manages the firm’s multi-sector fixed-income funds. He joined the firm in 2012 and has been in the investment community since 2006. Prior to joining Columbia Management, Mr. Pandl was a senior economist at Goldman, Sachs & Co. responsible for original research on the U.S. economy and interest rates and the development of proprietary analytical tools. Previously, he held positions at Nomura Securities and Lehman Brothers. Mr. Pandl earned his B.S. in economics from the University of St. Thomas and his M.A. in economics from New York University.

Marie Schofield

Marie M. Schofield, CFA Chief Economist and Senior Portfolio Manager

Marie Schofield is chief economist and senior portfolio manager at Columbia Management Investment Advisers, LLC. Ms. Schofield is a member of the firm's investment strategy committee and leads the effort on macroeconomic research and strategy. She is also a member of the asset allocation team. Prior to her current role, she served as head of the core fixed-income team in Boston from 2001 through 2006 and as senior strategist for the fixed-income strategy group from 2006 through 2008.

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Todd White

Todd White, CFA Head of Alternative and Absolute Return Investments

Todd White is head of alternative and absolute return investments at Columbia Management Investment Advisers, LLC. In this role, he is responsible for developing and implementing innovative alternative investment strategies and products, working closely with our fixedincome, equity and products teams. He joined Columbia Management Investment Advisers in 2008 and has been a member of the financial services community since 1986.

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Columbia Management 5P
Investment Process

To ensure the integrity of our investment strategies, each product team participates in the 5P process – an oversight system based on accountability and meritocracy.